Ownership history in PERSONAL CFO SOLUTIONS, LLC · 26 quarters on record
This page tracks every 13F SEC filing in which PERSONAL CFO SOLUTIONS, LLC reported a position in VISA INC (V). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 12,795 | +247 | +2.0% | 0.71% | $4.5M | $349.99 |
| 2025 Q3 | REDUCED | 12,548 | -1,208 | -8.8% | 0.75% | $4.3M | $340.00 |
| 2025 Q2 | REDUCED | 13,756 | -372 | -2.6% | 0.90% | $4.9M | $353.00 |
| 2025 Q1 | ADDED | 14,128 | +437 | +3.2% | 1.01% | $5.0M | $347.86 |
| 2024 Q4 | REDUCED | 13,691 | -158 | -1.1% | 0.85% | $4.3M | $313.17 |
| 2024 Q3 | REDUCED | 13,849 | -141 | -1.0% | 0.53% | $3.8M | $271.93 |
| 2024 Q2 | REDUCED | 13,990 | -251 | -1.8% | 0.56% | $3.7M | $259.07 |
| 2024 Q1 | ADDED | 14,241 | +932 | +7.0% | 0.62% | $4.0M | $274.96 |
| 2023 Q4 | ADDED | 13,309 | +2,319 | +21.1% | 0.60% | $3.5M | $256.02 |
| 2023 Q3 | REDUCED | 10,990 | -52 | -0.5% | 0.50% | $2.5M | $225.71 |
As of 2025 Q4 — sorted by position size